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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$176M -$3.43M 5 1.06% Reduced
227
UniSuper Management
UniSuper Management
Australia
$176M +$32.1M 7 1.46% Increased
228
Westfield Capital Management
Westfield Capital Management
Massachusetts
$176M +$32.8M 2 0.86% Increased
229
US Bancorp
US Bancorp
Minnesota
$172M +$19.6M 25 0.23% Increased
230
NSCM
New South Capital Management
Tennessee
$172M -$3.1M 2 7.69% Reduced
231
Xponance
Xponance
Pennsylvania
$170M +$4.46M 12 1.74% Increased
232
Natixis
Natixis
France
$169M -$89.6M 6 0.97% Reduced
233
Hood River Capital Management
Hood River Capital Management
Florida
$168M +$47.1M 2 3.49% Increased
234
Empower Advisory Group
Empower Advisory Group
Colorado
$168M +$14.9M 2 0.62% Increased
235
AssetMark Inc
AssetMark Inc
California
$167M +$102M 15 0.52% Increased
236
SCM
Steadfast Capital Management
New York
$167M +$61.5M 1 3.52% Increased
237
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$167M +$8.93M 8 0.8% Increased
238
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$167M +$4.02M 9 0.59% Increased
239
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$167M +$6.67M 5 2.07% Increased
240
Commerce Bank
Commerce Bank
Missouri
$166M -$15.4M 8 1.08% Reduced
241
CIM
Contrarius Investment Management
Jersey
$166M -$4.39M 1 10.37% Reduced
242
Slate Path Capital
Slate Path Capital
New York
$166M +$116M 2 3.16% Increased
243
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$163M +$1.54M 5 1.84% Increased
244
Marsico Capital Management
Marsico Capital Management
Colorado
$163M +$148M 2 4.87% New
245
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$162M -$3.11M 5 1.7% Reduced
246
Frontier Capital Management
Frontier Capital Management
Massachusetts
$162M -$12.3M 5 1.6% Reduced
247
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$162M +$117M 7 0.67% Increased
248
Boston Trust Walden
Boston Trust Walden
Massachusetts
$161M -$2.02M 5 1.2% Reduced
249
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$161M +$4.97M 16 0.6% Increased
250
Moore Capital Management
Moore Capital Management
New York
$159M +$118M 5 2.75% Increased
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